Financial Architects, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Financial Architects, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | SCHP | SCHWAB STRATEGIC TR | 21.36% | 40.492 M $ | 1521680 | 2023/12/31 | 172.148 K $ | 0.45 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 13.21% | 25.046 M $ | 78072 | 2023/12/31 | -1.168 M $ | -4.31 % |
| 2026/03/31 | BND | VANGUARD BD INDEX FDS | 10.18% | 19.294 M $ | 262008 | 2023/12/31 | -107.518 K $ | -0.58 % |
| 2026/03/31 | BNDX | VANGUARD CHARLOTTE FDS | 8.48% | 16.072 M $ | 334486 | 2023/12/31 | -92.611 K $ | -0.56 % |
| 2026/03/31 | GSSC | GOLDMAN SACHS ETF TR | 6.94% | 13.167 M $ | 176620 | 2023/12/31 | -190.933 K $ | -1.43 % |
| 2026/03/31 | VGIT | VANGUARD SCOTTSDALE FDS | 6.04% | 11.451 M $ | 192290 | 2025/12/31 | -68.527 K $ | -0.63 % |
| 2026/03/31 | DFSV | DIMENSIONAL ETF TRUST | 5.87% | 11.120 M $ | 317350 | 2023/12/31 | 690.128 K $ | 6.54 % |
| 2026/03/31 | DISV | DIMENSIONAL ETF TRUST | 5.07% | 9.619 M $ | 243890 | 2023/12/31 | 356.443 K $ | 3.79 % |
| 2026/03/31 | DFEV | DIMENSIONAL ETF TRUST | 5.06% | 9.592 M $ | 268085 | 2023/12/31 | 542.313 K $ | 6.05 % |
| 2026/03/31 | EUSA | ISHARES INC | 4.39% | 8.316 M $ | 81715 | 2023/12/31 | -122.896 K $ | -1.55 % |
| 2026/03/31 | MTUM | ISHARES TR | 4.28% | 8.120 M $ | 33835 | 2023/12/31 | -338.753 K $ | -4.12 % |
| 2026/03/31 | VXUS | VANGUARD STAR FDS | 2.89% | 5.481 M $ | 71083 | 2023/12/31 | 122.349 K $ | 2.21 % |
| 2026/03/31 | ITOT | ISHARES TR | 1.38% | 2.614 M $ | 18355 | 2023/12/31 | -95.652 K $ | -4.21 % |
| 2026/03/31 | VTEB | VANGUARD MUN BD FDS | 0.93% | 1.754 M $ | 35160 | 2023/12/31 | -12.671 K $ | -0.80 % |
| 2026/03/31 | IAGG | ISHARES TR | 0.90% | 1.712 M $ | 34210 | 2025/12/31 | 180.000 $ | 0.06 % |
| 2026/03/31 | FNDA | SCHWAB STRATEGIC TR | 0.68% | 1.282 M $ | 39545 | 2025/06/30 | 25.966 K $ | 2.92 % |
| 2026/03/31 | AVUV | AMERICAN CENTY ETF TR | 0.68% | 1.280 M $ | 11590 | 2025/06/30 | 91.267 K $ | 8.33 % |
| 2026/03/31 | SPMO | INVESCO EXCH TRADED FD TR II | 0.34% | 650.238 K $ | 5800 | 2025/06/30 | -28.118 K $ | -6.04 % |
| 2026/03/31 | RSP | INVESCO EXCHANGE TRADED FD T | 0.27% | 502.830 K $ | 2620 | 2025/06/30 | 584.000 $ | 0.19 % |
| 2026/03/31 | AAPL | APPLE INC | 0.20% | 380.685 K $ | 1500 | 2024/03/31 | -32.254 K $ | -6.65 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.19% | 362.437 K $ | 1102 | 2025/12/31 | -20.411 K $ | -4.42 % |
| 2026/03/31 | AVDV | AMERICAN CENTY ETF TR | 0.18% | 350.509 K $ | 3510 | 2025/06/30 | 16.256 K $ | 6.27 % |
| 2026/03/31 | IXUS | ISHARES TR | 0.18% | 336.163 K $ | 3880 | 2025/06/30 | 7.760 K $ | 2.36 % |
| 2026/03/31 | AGG | ISHARES TR | 0.17% | 315.679 K $ | 3180 | 2025/12/31 | -1.833 K $ | -0.61 % |
| 2026/03/31 | AVES | AMERICAN CENTY ETF TR | 0.15% | 282.506 K $ | 4710 | 2025/06/30 | 7.865 K $ | 2.86 % |
| 2026/03/31 | SCHO | SCHWAB STRATEGIC TR | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VBIL | VANGUARD INSTL INDEX FD | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BIL | SPDR SERIES TRUST | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SHV | ISHARES TR | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TIP | ISHARES TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |